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Disclosery

Meredith Wealth Planning: DUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meredith Wealth Planning on DUSB, newest first. How the timeline and the estimate are built.

Meredith Wealth Planning held 37,778 DUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,778 shares
    Change vs previous 13F +1,476 shares

    0.45% of the 13F portfolio, value $1,918,387.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,302 shares
    Change vs previous 13F +17,410 shares

    0.5% of the 13F portfolio, value $1,840,870.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,892 shares
    Change vs previous 13F -56 shares

    0.28% of the 13F portfolio, value $956,882.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,948 shares
    Change vs previous 13F -6,846 shares

    0.3% of the 13F portfolio, value $962,158.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,794 shares
    Change vs previous 13F +6,404 shares

    0.48% of the 13F portfolio, value $1,309,043.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,390 shares
    Change vs previous 13F -7,506 shares

    0.43% of the 13F portfolio, value $983,677.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,896 shares
    Change vs previous 13F +11,684 shares

    0.61% of the 13F portfolio, value $1,360,660.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,212 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $772,329.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).